Outsourced Chief Investment Office (CIO)
Navigating Support for Your Strategy
Institutional-Grade Governance for Global Private Wealth
At a certain level of complexity, private wealth is no longer a collection of individual investments. It becomes an interconnected system of assets, liabilities, currencies, jurisdictions, liquidity requirements, investment horizons and multigenerational priorities.
Catamaran Family Office provides an independent Outsourced Chief Investment Office for internationally minded families. We establish a unified decision-making framework, coordinate external investment professionals and give the Principal a consolidated view of the family’s global wealth.
We do not replace private banks, asset managers, advisers or internal teams. We create the governance architecture within which their recommendations can be assessed consistently, mandates remain clearly defined, risks stay visible and every decision serves the family’s long-term objectives.
Liquidity and Capital Resilience
Meeting obligations without compromising long-term value.
We assess anticipated family expenditure, capital commitments, financing requirements, potential capital calls and other foreseeable liabilities. Based on this analysis, we develop a liquidity policy and define appropriate reserves for a range of market, business and family scenarios.
Outcome: a clear view of available liquidity, future commitments and the portfolio’s ability to withstand market stress without disrupting the family’s long-term strategy.
Portfolio Architecture
A unified view of capital, exposure and risk.
We assess the family’s wealth holistically across public markets, private equity, private credit, real estate, direct investments, operating businesses, cash, currencies and debt.
Strategic asset allocation is designed with careful consideration of concentration, correlation, liquidity, ownership costs and downside scenarios. Quantitative analysis informs our judgement but never replaces professional experience and disciplined oversight.
Outcome: a coherent capital structure aligned with the family’s objectives, values and multigenerational priorities—and grounded in its true aggregate risk exposure.
Ongoing Oversight and CIO Office
Continuous supervision with a clear strategic focus.
For families requiring sustained professional oversight, we provide a dedicated CIO Office tailored to the scale and complexity of the mandate.
- CIO Office Light: A central point of coordination for consolidated reporting, independent investment analysis and periodic strategic reviews. Clarity without unnecessary infrastructure.
- CIO Office Premium: Comprehensive oversight of the family’s global investment affairs, including Investment Committee support, coordination and evaluation of external managers, governance of complex transactions, risk oversight and ongoing monitoring of private and alternative investments.
Outcome: greater clarity, stronger accountability and more time for the family—with confidence that every element of the investment process is subject to experienced, independent oversight.
Why Catamaran Family Office?
- Objectivity.
We are independent of banks, asset managers and product providers. Our focus is solely on how effectively the family’s capital structure serves its strategic interests. - Discipline.
We transform fragmented holdings and disconnected mandates into a coherent, governable system with clear principles for allocation, manager selection, monitoring, rebalancing and exit. - Intellectual Partnership.
We provide rigorous analysis, informed challenge and long-term perspective. Our role is not merely to present information, but to help the Principal make better decisions with clarity and confidence.